DaveManuel.com · Institutional Ownership · Who Owns It
PALOMAR HLDGS INC (PLMR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
345
Reporting holders
$3.1B
Reported value
92.6%
Of shares outstanding
0.2%
Calls
0.0%
Puts
-2
Holder change
Institutions report 24,359,147 shares against 26,317,683 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $556.3M | 4,401,832 | 0.01% | 8q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $156.1M | 1,234,699 | 0.01% | 2q | +1.3%+$2.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $150.7M | 1,192,254 | 0.00% | 2q | -0.5%-$794.1K |
| STATE STREET CORP | $141.9M | 1,122,717 | 0.00% | 29q | +5.7%+$7.6M |
| Jupiter Topco LLC | $132.2M | 1,045,459 | 0.05% | new | FIRST |
| AMERICAN CENTURY COMPANIES INC | $97.0M | 767,319 | 0.04% | 16q | +31.0%+$23.0M |
| Stephens Investment Management Group LLC | $92.6M | 732,301 | 0.99% | 28q | +2.4%+$2.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $90.5M | 715,901 | 0.00% | 29q | +4.8%+$4.2M |
| Sumitomo Mitsui Trust Group, Inc. | $90.1M | 713,127 | 0.05% | 26q | HELD |
| Hood River Capital Management LLC | $86.2M | 682,283 | 0.63% | 2q | +60.1%+$32.4M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $84.5M | 668,854 | 0.28% | 29q | -21.7%-$23.4M |
| DIMENSIONAL FUND ADVISORS LP | $83.8M | 662,894 | 0.02% | 25q | +1.5%+$1.2M |
| Freestone Grove Partners LP | $78.7M | 622,335 | 0.50% | 7q | +30.6%+$18.4M |
| CITADEL ADVISORS LLC | $51.5M incl. $2.1M options CALL+PUT | 391,299 | 0.01% | 26q | +25.1%+$10.3M |
| T. Rowe Price Investment Management, Inc. | $43.5M | 343,967 | 0.03% | 5q | +159.9%+$26.7M |
| Artemis Investment Management LLP | $42.2M | 333,968 | 0.38% | 10q | +21.6%+$7.5M |
| VOYA INVESTMENT MANAGEMENT LLC | $41.2M | 325,715 | 0.04% | 27q | +1.6%+$665.4K |
| Point72 Asset Management, L.P. | $39.4M | 311,367 | 0.04% | 4q | +109.6%+$20.6M |
| NORTHERN TRUST CORP | $38.8M | 306,783 | 0.00% | 29q | +6.6%+$2.4M |
| FEDERATED HERMES, INC. | $38.2M | 302,615 | 0.05% | 28q | -2.0%-$775.8K |
| Champlain Investment Partners, LLC | $34.4M | 272,480 | 0.88% | 28q | -16.7%-$6.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $32.9M | 260,015 | 0.00% | 29q | +1.6%+$508.2K |
| EMERALD ADVISERS, LLC | $31.4M | 248,267 | 0.74% | 28q | -16.8%-$6.3M |
| Bank of New York Mellon Corp | $31.0M | 245,001 | 0.01% | 29q | +65.0%+$12.2M |
| VILLERE ST DENIS J & CO LLC | $27.3M | 216,269 | 3.26% | 23q | -12.3%-$3.8M |
| MORGAN STANLEY | $25.8M | 204,213 | 0.00% | 29q | -2.4%-$636.8K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $25.2M | 199,735 | 0.00% | 29q | -23.3%-$7.7M |
| Empowered Funds, LLC | $24.7M | 195,356 | 0.13% | 2q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $24.1M | 190,471 | 0.01% | 2q | +3.4%+$798.8K |
| Clark Capital Management Group, Inc. | $21.5M | 169,991 | 0.12% | 6q | +8.1%+$1.6M |
| GENEVA CAPITAL MANAGEMENT LLC | $21.2M | 168,074 | 0.49% | 25q | -21.7%-$5.9M |
| EMERALD MUTUAL FUND ADVISERS TRUST | $20.7M | 163,622 | 0.73% | 28q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $20.2M | 159,522 | 0.01% | 10q | +54.7%+$7.1M |
| GOLDMAN SACHS GROUP INC | $20.0M | 158,091 | 0.00% | 28q | -47.6%-$18.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $19.4M | 153,552 | 0.02% | 3q | -4.4%-$900.5K |
| Nuveen, LLC | $19.3M | 152,575 | 0.00% | 6q | +5.0%+$910.4K |
| BESSEMER GROUP INC | $19.3M | 152,508 | 0.03% | 20q | +27.9%+$4.2M |
| Handelsbanken Fonder AB | $18.8M | 148,559 | 0.05% | 14q | -12.1%-$2.6M |
| DANSKE BANK A/S | $17.4M | 137,878 | 0.03% | 10q | -28.8%-$7.1M |
| PRINCIPAL FINANCIAL GROUP INC | $16.4M | 129,567 | 0.01% | 25q | HELD |
| BLAIR WILLIAM & CO/IL | $15.6M | 123,271 | 0.04% | 29q | +21.5%+$2.8M |
| SEI INVESTMENTS CO | $15.2M | 120,286 | 0.01% | 28q | +29.1%+$3.4M |
| BANK OF AMERICA CORP /DE/ | $14.0M | 110,897 | 0.00% | 29q | -24.3%-$4.5M |
| BARCLAYS PLC | $13.8M | 108,921 | 0.00% | 29q | -5.8%-$848.1K |
| JPMORGAN CHASE & CO | $11.8M | 92,387 | 0.00% | 29q | +19.4%+$1.9M |
| Public Sector Pension Investment Board | $11.5M | 91,054 | 0.03% | 25q | -4.0%-$477.2K |
| STATE OF WISCONSIN INVESTMENT BOARD | $10.4M | 82,636 | 0.02% | 29q | -8.4%-$959.2K |
| Invesco Ltd. | $10.1M | 80,180 | 0.00% | 28q | -83.9%-$53.0M |
| AustralianSuper Pty Ltd | $10.0M | 79,418 | 0.04% | 5q | HELD |
| Qube Research & Technologies Ltd | $9.8M | 77,764 | 0.01% | 12q | -67.7%-$20.6M |
| D. E. Shaw & Co., Inc. | $9.4M incl. $1.5M options CALL | 63,257 | 0.00% | new | NEW |
| RENAISSANCE GROUP LLC | $9.4M | 74,735 | 0.38% | 10q | -16.5%-$1.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.1M | 71,782 | 0.00% | 26q | +5.1%+$437.3K |
| ENVESTNET ASSET MANAGEMENT INC | $8.9M | 70,623 | 0.00% | 25q | +85.7%+$4.1M |
| VICTORY CAPITAL MANAGEMENT INC | $8.9M | 70,545 | 0.00% | 26q | +11.8%+$940.0K |
| Waverly Advisors, LLC | $8.6M | 68,424 | 0.05% | 6q | -3.0%-$266.3K |
| PEREGRINE CAPITAL MANAGEMENT LLC | $8.6M | 68,357 | 0.28% | 28q | -4.8%-$438.4K |
| UBS Group AG | $8.2M | 65,036 | 0.00% | 16q | -25.0%-$2.7M |
| Legal & General Group Plc | $7.8M | 61,942 | 0.00% | 29q | HELD |
| RHUMBLINE ADVISERS | $7.8M | 61,704 | 0.01% | 27q | -12.0%-$1.1M |
| KING LUTHER CAPITAL MANAGEMENT CORP | $7.7M | 60,763 | 0.03% | 28q | -2.6%-$204.8K |
| Cerity Partners LLC | $7.3M | 57,799 | 0.01% | 7q | +3.5%+$247.2K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $7.2M | 56,709 | 0.03% | 14q | +21.8%+$1.3M |
| ALLIANCEBERNSTEIN L.P. | $7.1M | 59,321 | 0.00% | 28q | +19.0%+$1.1M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $7.0M | 55,047 | 0.02% | 11q | +635.6%+$6.0M |
| Swiss National Bank | $6.8M | 53,600 | 0.00% | 27q | +2.1%+$139.0K |
| Emerald Investment Advisers, LLC | $6.2M | 48,821 | 0.41% | 2q | +4.6%+$270.3K |
| DEUTSCHE BANK AG\ | $6.1M | 48,512 | 0.00% | 29q | +40.3%+$1.8M |
| FIRST TRUST ADVISORS LP | $5.9M | 46,710 | 0.00% | 15q | -13.6%-$932.5K |
| AMERIPRISE FINANCIAL INC | $5.4M | 42,763 | 0.00% | 29q | -30.7%-$2.4M |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $5.3M | 41,618 | 0.11% | 29q | -35.8%-$2.9M |
| OAK RIDGE INVESTMENTS LLC | $5.0M | 39,753 | 0.28% | 25q | +2.1%+$104.9K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $4.6M | 36,073 | 0.00% | 29q | -43.8%-$3.5M |
| Quantinno Capital Management LP | $4.5M | 35,262 | 0.01% | 6q | +51.2%+$1.5M |
| TRILLIUM ASSET MANAGEMENT, LLC | $4.4M | 34,537 | 0.13% | 7q | +49.0%+$1.4M |
| AQR CAPITAL MANAGEMENT LLC | $4.3M | 33,650 | 0.00% | 14q | +59.2%+$1.6M |
| WELLS FARGO & COMPANY/MN | $4.1M | 32,675 | 0.00% | 29q | +114.5%+$2.2M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.0M | 31,315 | 0.00% | 29q | +3.4%+$130.8K |
| PRUDENTIAL FINANCIAL INC | $3.8M | 29,761 | 0.00% | 25q | -25.8%-$1.3M |
| Engineers Gate Manager LP | $3.4M | 26,633 | 0.04% | 2q | -13.4%-$520.7K |
| CONNORS INVESTOR SERVICES INC | $3.3M | 26,276 | 0.29% | 2q | +57.8%+$1.2M |
| Conestoga Capital Advisors, LLC | $3.3M | 25,960 | 0.07% | 26q | +25.8%+$673.0K |
| SCHOLTZ & COMPANY, LLC | $3.3M | 25,756 | 1.63% | 6q | -4.0%-$135.0K |
| ExodusPoint Capital Management, LP | $3.2M | 25,698 | 0.02% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.2M | 25,549 | 0.00% | 2q | +7.1%+$213.2K |
| Thrivent Financial for Lutherans | $3.2M | 25,327 | 0.01% | 25q | -1.1%-$36.2K |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $3.0M | 23,803 | 0.35% | 14q | +10.4%+$284.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.0M incl. $1.6M options CALL+PUT | 10,744 | 0.00% | 27q | +17.3%+$438.4K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $2.8M | 22,360 | 0.00% | 3q | -3.7%-$108.4K |
| XTX Topco Ltd | $2.8M | 21,900 | 0.04% | 2q | +215.5%+$1.9M |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $2.7M | 21,715 | 0.01% | 25q | +1.2%+$31.7K |
| CANADA LIFE ASSURANCE Co | $2.6M | 20,920 | 0.00% | 27q | -4.2%-$115.3K |
| OSSIAM | $2.6M | 20,200 | 0.03% | 4q | HELD |
| Corient Private Wealth LP | $2.5M | 19,767 | 0.00% | 2q | +68.9%+$1.0M |
| Riverwater Partners LLC | $2.4M | 19,194 | 0.72% | 8q | +1.5%+$36.8K |
| LPL Financial LLC | $2.4M | 19,078 | 0.00% | 8q | +62.8%+$930.0K |
| EXCHANGE TRADED CONCEPTS, LLC | $2.4M | 19,059 | 0.01% | 4q | +2.3%+$54.1K |
| CITIGROUP INC | $2.1M | 16,968 | 0.00% | 29q | +219.5%+$1.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2.1M | 16,871 | 0.00% | 7q | +31.2%+$507.0K |
| Tidal Investments LLC | $2.1M | 16,583 | 0.00% | 7q | +41.3%+$612.6K |
Showing the largest 100 of 345 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-15 | Armstrong Mac | CEO and Chairman | Sold | 60,741 | $8.0M ×2 |
| 2026-07-02 | Christianson Jon | President | Sold | 6,863 | $957.4K ×2 |
| 2026-10-21 | Armstrong Mac | CEO and Chairman | Sold | 3,500 | $484.1K ×3 |
| 2026-07-21 | Armstrong Mac | CEO and Chairman | Sold | 3,500 | $480.4K ×4 |
| 2026-09-21 | Armstrong Mac | CEO and Chairman | Sold | 3,500 | $472.4K ×2 |
| 2026-08-21 | Armstrong Mac | CEO and Chairman | Sold | 3,500 | $457.1K ×3 |
| 2026-07-20 | Christianson Jon | President | Sold | 3,000 | $418.5K |
| 2026-05-21 | Armstrong Mac | CEO and Chairman | Sold | 3,500 | $400.4K ×2 |
| 2026-06-22 | Armstrong Mac | CEO and Chairman | Sold | 3,500 | $395.4K ×2 |
| 2026-07-31 | Herve Rodolphe | Chief Operating Officer | Sold | 1,207 | $163.4K ×2 |
| 2026-08-18 | Uchida T Christopher | Chief Financial Officer | Sold | 791 | $101.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 84 | $155.6M | 1,261,798 | 12 | 24 | 17 | 0.0% |
| Q2 2026 | 345 | $3.1B | 24,359,147 | 45 | 120 | 116 | 0.2% |
| Q1 2026 | 347 | $2.9B | 24,640,947 | 47 | 121 | 109 | 0.1% |
| Q4 2025 | 344 | $3.3B | 24,151,938 | 50 | 125 | 112 | 0.1% |
| Q3 2025 | 355 | $2.8B | 23,885,756 | 50 | 117 | 133 | 0.3% |
| Q2 2025 | 388 | $3.8B | 24,562,857 | 83 | 138 | 125 | 0.5% |
| Q1 2025 | 341 | $3.4B | 24,413,642 | 81 | 112 | 107 | 0.2% |
| Q4 2024 | 281 | $2.6B | 24,285,184 | 33 | 108 | 83 | 0.2% |
| Q3 2024 | 276 | $2.3B | 24,186,425 | 64 | 100 | 61 | 0.2% |
| Q2 2024 | 230 | $1.9B | 22,872,670 | 33 | 86 | 71 | 0.2% |
| Q1 2024 | 222 | $1.9B | 22,927,078 | 43 | 74 | 71 | 0.3% |
| Q4 2023 | 202 | $1.3B | 23,049,935 | 30 | 65 | 73 | 0.4% |
| Q3 2023 | 179 | $1.1B | 22,016,786 | 18 | 60 | 70 | 0.3% |
| Q2 2023 | 177 | $1.3B | 22,081,430 | 16 | 60 | 68 | 0.2% |
| Q1 2023 | 178 | $1.3B | 22,679,682 | 20 | 76 | 62 | 0.2% |
| Q4 2022 | 190 | $1.0B | 22,929,841 | 34 | 64 | 71 | 0.1% |
| Q3 2022 | 175 | $6.4B | 76,092,099 | 31 | 65 | 52 | 0.1% |
| Q2 2022 | 161 | $4.8B | 75,121,996 | 19 | 60 | 61 | 0.0% |
| Q1 2022 | 166 | $4.8B | 75,228,450 | 30 | 65 | 48 | 0.1% |
| Q4 2021 | 154 | $5.2B | 80,225,199 | 15 | 56 | 53 | 0.0% |
| Q3 2021 | 156 | $6.5B | 80,927,147 | 15 | 66 | 39 | 0.1% |
| Q2 2021 | 149 | $5.6B | 74,629,827 | 12 | 60 | 50 | 0.1% |
| Q1 2021 | 170 | $5.7B | 84,783,791 | 21 | 49 | 75 | 0.1% |
| Q4 2020 | 191 | $7.4B | 82,893,032 | 33 | 70 | 60 | 0.4% |
| Q3 2020 | 193 | $3.5B | 33,753,943 | 37 | 62 | 75 | 0.2% |
| Q2 2020 | 183 | $3.1B | 36,261,462 | 74 | 58 | 42 | 0.3% |
| Q1 2020 | 118 | $2.2B | 37,189,270 | 30 | 56 | 22 | 0.2% |
| Q4 2019 | 100 | $905.9M | 17,864,128 | 22 | 40 | 31 | 0.1% |
| Q3 2019 | 97 | $512.1M | 12,929,323 | 39 | 32 | 18 | 0.0% |
| Q2 2019 | 64 | $154.5M | 6,209,758 | 63 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $8.6M | 114,273 | 1 | 0 | 0 | 0.0% |